Enthusiastic Financial Advisor with 8 years of experience delivering financial/investment advisory services to high value clients. Proven success in managing multi-million-dollar portfolios, driving profitability, and increasing ROI through skilful strategic planning, fine-tuned consulting, and financial advisory services.Helping people in managing their money more efficiently which leads them to achieve their financial aspiration without any hassle.Customised financial planning comprising:1. Emergency planning2. Risk Protection3. Investment planning4. Retirement planning5. Tax planning 6. Estate planning Helping people by not just making them manage their money, but the most efficient way to achieve their aspirations, their goals, making even a single penny to be utilized properly too. Because it's not just you who should have worked hard, even your money must do the same work as you do.
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Investment SpecialistDezervBengaluru, Ka, In -
Investment Counselor - ManagerJm Financial Services Ltd Apr 2024 - PresentBengaluru, Karnataka, India -
Associate - Investment CounselorJm Financial Services Ltd Dec 2023 - PresentBengaluru, Karnataka, India -
Investment SpecialistSharekhanbnp Jun 2023 - Oct 2023Bengaluru, Karnataka, India -
Associate Financial AdvisorFincart Financial Planners Oct 2019 - Jun 2023New Delhi Area, India -
Senior Wealth ManagerFincart Financial Planners Apr 2018 - Oct 2019 -
Financial AdvisorFincart Financial Planners Jun 2016 - Apr 2018India
Nilesh Singh Skills
Nilesh Singh Education Details
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Indian Institute Of Financial PlanningA -
Insurance Institute Of IndiaInsurance -
Insurance
Frequently Asked Questions about Nilesh Singh
What company does Nilesh Singh work for?
Nilesh Singh works for Dezerv
What is Nilesh Singh's role at the current company?
Nilesh Singh's current role is Investment Specialist.
What schools did Nilesh Singh attend?
Nilesh Singh attended Indian Institute Of Financial Planning, Punjab Technical University, Insurance Institute Of India, Insurance Institute Of India, National Institute Of Securities Markets (Nism).
What skills is Nilesh Singh known for?
Nilesh Singh has skills like Leadership, Active Learning, Ncfm Certified, Powerpoint, Public Speaking, Sales, Financial Planning, Portfolio Management, Financial Modeling, Business Development, Team Management, Finance.
Not the Nilesh Singh you were looking for?
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Nilesh Singh
Chief Officer At Adnoc Group | Master Fg | Solent University Southampton U.KNavi Mumbai -
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NILESH SINGH
Mumbai Metropolitan Region -
Nilesh Singh
Sde-2 @Jio Platforms Ltd. | Ex-Upgrad Intern | Ex-Samsung Prism Intern | Msrit'23Bengaluru -
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